Client Service Associate - Symphony Wealth Group

Kestra Financial Independent AdvisorPlano, TX

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Job Description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

Essential Duties and Responsibilities

Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance Maintain CRM database; define and ensure adherence to appropriate client service models.

Manage multiple and competing priorities daily in pursuit of business objectives. Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

Other duties as assigned.This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

Basic computer skills (Outlook, Word, Excel. Adobe) Strong administrative and time management skills with superior attention to detail.

Able to work independently and effectively manage multiple tasks at once. Excellent communication skills, both verbally and in writing.

CRM knowledge a plus.

Education and/or Experience

The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

High School Diploma or Associate's degree required Previous experience in financial services a plus

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FAQs About Client Service Associate - Symphony Wealth Group Jobs at Kestra Financial Independent Advisor

What is the work location for this position at Kestra Financial Independent Advisor?

This job at Kestra Financial Independent Advisor is located in Plano, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Kestra Financial Independent Advisor?

Employer has not shared pay details for this role.

What employment applies to this position at Kestra Financial Independent Advisor?

Kestra Financial Independent Advisor lists this role as a Full-time position.

What experience level is required for this role at Kestra Financial Independent Advisor?

Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Kestra Financial Independent Advisor?

You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.